Crossamerica Partners LP (CAPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Quadrant Private Wealth Management, LLC

INCREASED

Shares164,162 from 163,356

Change+806 (+0%)

Value$3.5M (-$155.9K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares76,595 from 115,174

Change-38,579 (-33%)

Value$1.6M (-$946.1K)

Filed 2026-11-06

Independent Financial Group, LLC

INCREASED

Shares29,680 from 27,190

Change+2,490 (+9%)

Value$634.0K (+$24.4K)

Filed 2026-10-13

Philadelphia Trust Co

UNCHANGED

Shares21,000 from 21,000

Change0 (0%)

Value$449.0K (-$22.0K)

Filed 2026-11-05

Exchange Traded Concepts, LLC

DECREASED

Shares17,448 from 17,998

Change-550 (-3%)

Value$372.7K (-$30.8K)

Filed 2026-10-28

Apollon Wealth Management, LLC

INCREASED

Shares16,375 from 16,372

Change+3 (+0%)

Value$349.8K (-$17.3K)

Filed 2026-10-23

Truist Financial Corp

UNCHANGED

Shares15,250 from 15,250

Change0 (0%)

Value$325.7K (-$16.2K)

Filed 2026-10-30

Commonwealth Equity Services, LLC

NEW

Shares11,680

Change+11,680

Value$249.5K

Filed 2026-11-02

Morton Brown Family Wealth, LLC

UNCHANGED

Shares9,996 from 9,996

Change0 (0%)

Value$213.5K (-$10.6K)

Filed 2026-10-23

North Star Investment Management Corp.

UNCHANGED

Shares5,047 from 5,047

Change0 (0%)

Value$107.8K (-$5.4K)

Filed 2026-10-27

EverSource Wealth Advisors, LLC

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$68.4K (-$3.4K)

Filed 2026-11-04

Farther Finance Advisors, LLC

UNCHANGED

Shares2,571 from 2,571

Change0 (0%)

Value$54.9K (-$2.7K)

Filed 2026-10-08

Allworth Financial LP

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$44.8K ($0)

Filed 2026-11-06

MB, Levis & Associates, LLC

INCREASED

Shares1,214 from 1,187

Change+27 (+2%)

Value$25.9K (-$690)

Filed 2026-10-16

Latitude Advisors, LLC

NEW

Shares1,000

Change+1,000

Value$21.4K

Filed 2026-10-27

Armstrong Advisory Group, Inc

INCREASED

Shares883 from 863

Change+20 (+2%)

Value$18.9K (-$502)

Filed 2026-10-09

UMB Bank, n.a.

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$17.1K (-$848)

Filed 2026-11-06

Valley National Advisers Inc

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$10.7K (-$530)

Filed 2026-10-23

IFP Advisors, Inc

UNCHANGED

Shares249 from 249

Change0 (0%)

Value$5.3K (-$264)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares190 from 190

Change0 (0%)

Value$4.1K (-$202)

Filed 2026-10-21

Private Trust Co NA

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$4.5K)

Filed 2026-10-20

Clearstead Advisors, LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1.1K)

Filed 2026-11-06

Founders Capital Management

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-13

Invesco Ltd.

N/A

Shares— from 5,720,129

Change-5,720,129 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 623,747

Change-623,747 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 381,219

Change-381,219 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 376,109

Change-376,109 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 313,105

Change-313,105 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 210,463

Change-210,463 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 126,680

Change-126,680 (-100%)

Value—

Blackstone Inc.

N/A

Shares— from 125,747

Change-125,747 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 93,175

Change-93,175 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 74,684

Change-74,684 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 58,084

Change-58,084 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 55,284

Change-55,284 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 39,868

Change-39,868 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 37,652

Change-37,652 (-100%)

Value—

UBS Group AG

N/A

Shares— from 35,014

Change-35,014 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 34,475

Change-34,475 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 33,335

Change-33,335 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 29,944

Change-29,944 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 19,230

Change-19,230 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 17,513

Change-17,513 (-100%)

Value—

ING Groep NV

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

American Financial Group Inc

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 14,899

Change-14,899 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 12,195

Change-12,195 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 10,050

Change-10,050 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,394

Change-7,394 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 5,351

Change-5,351 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 3,397

Change-3,397 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,659

Change-2,659 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,200

Change-1,200 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 415

Change-415 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 299

Change-299 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 299

Change-299 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 284

Change-284 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 100

Change-100 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

	Status
Quadrant Private Wealth Management, LLC	INCREASED	164,162	163,356	+806	+0%	$3.7M	$3.5M	-$155.9K	2026-11-04
LPL Financial LLC	DECREASED	76,595	115,174	-38,579	-33%	$2.6M	$1.6M	-$946.1K	2026-11-06
Independent Financial Group, LLC	INCREASED	29,680	27,190	+2,490	+9%	$609.6K	$634.0K	+$24.4K	2026-10-13
Philadelphia Trust Co	UNCHANGED	21,000	21,000	0	0%	$471.0K	$449.0K	-$22.0K	2026-11-05
Exchange Traded Concepts, LLC	DECREASED	17,448	17,998	-550	-3%	$403.5K	$372.7K	-$30.8K	2026-10-28
Apollon Wealth Management, LLC	INCREASED	16,375	16,372	+3	+0%	$367.1K	$349.8K	-$17.3K	2026-10-23
Truist Financial Corp	UNCHANGED	15,250	15,250	0	0%	$341.9K	$325.7K	-$16.2K	2026-10-30
Commonwealth Equity Services, LLC	NEW	11,680	—	+11,680	—	—	$249.5K	—	2026-11-02
Morton Brown Family Wealth, LLC	UNCHANGED	9,996	9,996	0	0%	$224.1K	$213.5K	-$10.6K	2026-10-23
North Star Investment Management Corp.	UNCHANGED	5,047	5,047	0	0%	$113.2K	$107.8K	-$5.4K	2026-10-27
EverSource Wealth Advisors, LLC	UNCHANGED	3,200	3,200	0	0%	$71.7K	$68.4K	-$3.4K	2026-11-04
Farther Finance Advisors, LLC	UNCHANGED	2,571	2,571	0	0%	$57.6K	$54.9K	-$2.7K	2026-10-08
Allworth Financial LP	UNCHANGED	2,000	2,000	0	0%	$44.8K	$44.8K	$0	2026-11-06
MB, Levis & Associates, LLC	INCREASED	1,214	1,187	+27	+2%	$26.6K	$25.9K	-$690	2026-10-16
Latitude Advisors, LLC	NEW	1,000	—	+1,000	—	—	$21.4K	—	2026-10-27
Armstrong Advisory Group, Inc	INCREASED	883	863	+20	+2%	$19.4K	$18.9K	-$502	2026-10-09
UMB Bank, n.a.	UNCHANGED	800	800	0	0%	$17.9K	$17.1K	-$848	2026-11-06
Valley National Advisers Inc	UNCHANGED	500	500	0	0%	$11.2K	$10.7K	-$530	2026-10-23
IFP Advisors, Inc	UNCHANGED	249	249	0	0%	$5.6K	$5.3K	-$264	2026-10-16
Assetmark, Inc	UNCHANGED	190	190	0	0%	$4.3K	$4.1K	-$202	2026-10-21
Private Trust Co NA	CLOSED	0	200	-200	-100%	$4.5K	$0	-$4.5K	2026-10-20
Clearstead Advisors, LLC	CLOSED	0	50	-50	-100%	$1.1K	$0	-$1.1K	2026-11-06
Founders Capital Management	CLOSED	0	50	-50	-100%	$1.1K	$0	-$1.1K	2026-10-13
Invesco Ltd.	N/A	—	5,720,129	-5,720,129	-100%	$128.2M	—	—	—
Clearbridge Investments, LLC	N/A	—	623,747	-623,747	-100%	$14.0M	—	—	—
JPMorgan Chase & Co	N/A	—	381,219	-381,219	-100%	$8.6M	—	—	—
Morgan Stanley	N/A	—	376,109	-376,109	-100%	$8.4M	—	—	—
Raymond James Financial Inc	N/A	—	313,105	-313,105	-100%	$7.0M	—	—	—
First Trust Advisors LP	N/A	—	210,463	-210,463	-100%	$4.7M	—	—	—
Acadian Asset Management LLC	N/A	—	126,680	-126,680	-100%	$2.8M	—	—	—
Blackstone Inc.	N/A	—	125,747	-125,747	-100%	$2.8M	—	—	—
NewEdge Wealth, LLC	N/A	—	93,175	-93,175	-100%	$2.1M	—	—	—
Arax Advisory Partners	N/A	—	80,000	-80,000	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	74,684	-74,684	-100%	$1.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	58,084	-58,084	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	55,284	-55,284	-100%	$1.2M	—	—	—
Jane Street Group, LLC	N/A	—	39,868	-39,868	-100%	$893.8K	—	—	—
Mariner, LLC	N/A	—	37,652	-37,652	-100%	$844.2K	—	—	—
UBS Group AG	N/A	—	35,014	-35,014	-100%	$785.0K	—	—	—
GSA Capital Partners LLP	N/A	—	34,475	-34,475	-100%	$773.0K	—	—	—
SEI Investments Co	N/A	—	33,335	-33,335	-100%	$747.4K	—	—	—
Private Advisor Group, LLC	N/A	—	29,944	-29,944	-100%	$671.4K	—	—	—
IFG Advisory, LLC	N/A	—	19,230	-19,230	-100%	$431.1K	—	—	—
HRT Financial LP	N/A	—	17,513	-17,513	-100%	$392.0K	—	—	—
ING Groep NV	N/A	—	16,000	-16,000	-100%	$358.7K	—	—	—
American Financial Group Inc	N/A	—	15,000	-15,000	-100%	$336.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	14,899	-14,899	-100%	$334.0K	—	—	—
Brown Advisory Inc	N/A	—	12,195	-12,195	-100%	$273.4K	—	—	—
Franklin Resources Inc	N/A	—	11,000	-11,000	-100%	$246.6K	—	—	—
Cetera Investment Advisers	N/A	—	10,050	-10,050	-100%	$225.3K	—	—	—
Royal Bank of Canada	N/A	—	7,394	-7,394	-100%	$166.0K	—	—	—
Wells Fargo & Company	N/A	—	5,351	-5,351	-100%	$120.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	3,397	-3,397	-100%	$76.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,659	-2,659	-100%	$59.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	2,100	-2,100	-100%	$47.1K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,200	-1,200	-100%	$26.9K	—	—	—
Jones Financial Companies Lllp	N/A	—	415	-415	-100%	$9.2K	—	—	—
BFC Planning, Inc.	N/A	—	299	-299	-100%	$6.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	299	-299	-100%	$6.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	284	-284	-100%	$6.4K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	100	-100	-100%	$2.2K	—	—	—
MRP Capital Investments, LLC	N/A	—	44	-44	-100%	$987	—	—	—

Showing 62 of 62 institutions